See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $38,546 |
WIPFLI LLP8 years Filed as: WIPFLI CPAS AND CONSULTANTS Service code 10 · EIN 39-0758449 | Accounting | $19,500 |
JP MORGAN SECURITIES LLC5 years Service code 27 · EIN 13-4110995 | Advisory (Plan) | $17,826 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,463 | $101,499-40.4% | $147,005-58.9% | $74,546-18.9% |
| Participation rate | 91.0% | 75.5%+15.4pp | 82.2%+8.8pp | 67.2%+23.7pp |
| Annual return | 13.24% | 8732.34%-8719.1pp | 418.76%-405.5pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $1,445 | $3,811-62.1% | $4,934-70.7% | $2,624-44.9% |
| Participant deferral / active EE | $6,014 | $7,304-17.7% | $8,070-25.5% | $4,347+38.3% |
| Admin fee / account holder | $230 | $1,748-86.8% | $13,006-98.2% | $1,944-88.2% |